AP
FREL icon

Aspect Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Aspect Partners’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68K Hold
2,322
– – 0.03% 131
2026
Q1 		$62.5K Hold
2,322
– – 0.03% 130
2025
Q4 		$62.4K Sell
2,322
-1,879
-45% -$51.3K 0.03% 132
2025
Q3 		$117K Hold
4,201
– – 0.05% 99
2025
Q2 		$114K Hold
4,201
– – 0.06% 103
2025
Q1 		$115K Sell
4,201
-1,187
-22% -$32.6K 0.07% 88
2024
Q4 		$146K Hold
5,388
– – 0.08% 83
2024
Q3 		$159K Hold
5,388
– – 0.09% 74
2024
Q2 		$137K Sell
5,388
-1,225
-19% -$30.5K 0.08% 84
2024
Q1 		$173K Hold
6,613
– – 0.14% 72
2023
Q4 		$176K Buy
+6,613
New +$157K 0.11% 70

Other funds holding FREL

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Aspect Partners's FREL Position: Q2 2026 in Review

Aspect Partners held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 2,322 shares worth $68K. The position accounts for 0.03% of the portfolio, ranked #131.

Aspect Partners first reported a position in FREL in Q4 2023 and has held it in 11 quarters since. The position peaked at $176K in Q4 2023. 57 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Aspect Partners held 2,322 shares of Fidelity MSCI Real Estate Index ETF worth $68K as of Q2 2026.
  • Aspect Partners left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up 0.03% of Aspect Partners's portfolio in Q2 2026, its #131 holding.
  • Aspect Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Fidelity MSCI Real Estate Index ETF position peaked at $176K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.